Data / Investment advisers / Pennsylvania / Oxford Real Estate Advisors Inc
Oxford Real Estate Advisors Inc, Pittsburgh, PA: $117 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Oxford Real Estate Advisors Inc is an SEC registered investment adviser with its main office in Pittsburgh, Pennsylvania and reports $117 million in regulatory assets under management in its Form ADV filed February 23, 2024. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management, fixed fees and performance based fees. It advises 1 private fund.
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- Registration
- SEC registered investment adviser
- CRD number
- 107209
- SEC file number
- 801-50212
- SEC status
- Approved, effective September 29, 1995
- Main office
- 2545 Railroad Street Suite 300, Pittsburgh, PA 15222
- Phone
- (412) 261-1500
- Regulatory AUM
- $116,855,308 in the Form ADV filed February 23, 2024
- Non discretionary AUM
- $116,855,308
- Accounts
- 1
- Employees
- 2
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, fixed fees, performance based fees
- Private funds
- 1: 1 real estate fund
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- February 23, 2024
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 2 | $116.9 million |
Other advisers in Pittsburgh
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Oak Tree Investment Advisors | Pittsburgh | $192.2 million | Not listed | adviserinfo.sec.gov |
| Marathon Strategic Advisors, LLC | Pittsburgh | $182.7 million | Not listed | adviserinfo.sec.gov |
| Atmos Advisory, LLC | Pittsburgh | $180.9 million | Not listed | adviserinfo.sec.gov |
| Agility Equity Partners | Pittsburgh | $173.1 million | 11 | adviserinfo.sec.gov |
| Elm Capital Management LLC | Pittsburgh | $133.4 million | Not listed | adviserinfo.sec.gov |
| Healthview Asset Management, Inc. | Pittsburgh | $104.4 million | Not listed | adviserinfo.sec.gov |
| Moralis Technologies, LLC | Pittsburgh | $103 million | Not listed | adviserinfo.sec.gov |
| Compass Investments LLC | Pittsburgh | $93.2 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Pittsburgh, PA
- Investment advisers in Pennsylvania
- Advisers with $100 million to $500 million in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Oxford Real Estate Advisors Inc on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.